Nathan Barker
Maryville
Summary
Results-driven Insurance Professional accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
17
17
years of professional experience
Work History
Personal Lines Account Manager
Oakbridge Insurance
04.2023 - Current
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Streamlined communication processes for increased efficiency by implementing an organized system for tracking client interactions.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
Sales Agent Property & Casualty
Elite Insurance Group
04.2022 - 04.2023
- Remote Licensed Property & Casualty Insurance Sales Agent in 48 States quoting and selling 20+ national insurance carriers
- Build rapport with clients finding the best home and auto insurance policies to fit their needs
- Answer any questions and help clients maintain an agent to client level relationship after the policy is written
- Underwrite each policy before being issued to help ensure policies stick to the books.
- Developed strong relationships with clients through excellent customer service and regular followups.
Direct Referral P&C Sales agent/ Assistant Manager/ Sales Mentor
Answer Financial
02.2014 - 04.2022
- Work directly with Primerica sales agents to write Auto and home insurance for their clients while maintaining a professional relationship to manage the client's policies on front and back end of business
- Mentored new sales agent during training period to ensure underwriting of all policies were precise and written to the best fit of the client
- Assistant manager and one of top sales agent on the floor during time before Direct Referral agents were introduced.
Senior Customer Service/ Escalation Agent
Sears Holding Corp
- 02.2014
- Take inbound calls and de-escalate clients with the utmost professional manner
- Provide excellent customer service to Sears clients and resolve any issues that they may have had.
Cashier/Garden Section
HEB Grocery
02.2012 - 06.2013
- Cashier for the front end of the store, also helped run the garden section.
Cashier/ Driver/ Assistant Manager
Mazzios Pizza
08.2007 - 08.2010
- First job, ran the front of the store as a cashier and worked my way up to Assistant Manager
Education
Communications Major -
West Texas A&M
Canyon, TX01.2012
Basic Courses -
Temple College
Temple, TX01.2011
Diploma -
Academy High School
Little River Academy, TX01.2009
Skills
- Sales Software Proficiency
- Licensed in 48 states Property & Casualty
- Product knowledge
- Active listening
- Efficiency in managing client's policies and follow up
- Time management
- Strategic thinking
- Underwriting principles
- Industry Regulations Knowledge
- Easily adaptable to new systems from prior systems knowledge (Applied Epic, EZLynx, etc)
Hobbies and Interests
- Traveling
- Fishing
- Cooking with my son
- Watching TV shows with the Family
- Going to Disney
Timeline
Personal Lines Account Manager
Oakbridge Insurance
04.2023 - Current
Sales Agent Property & Casualty
Elite Insurance Group
04.2022 - 04.2023
Direct Referral P&C Sales agent/ Assistant Manager/ Sales Mentor
Answer Financial
02.2014 - 04.2022
Cashier/Garden Section
HEB Grocery
02.2012 - 06.2013
Cashier/ Driver/ Assistant Manager
Mazzios Pizza
08.2007 - 08.2010
Senior Customer Service/ Escalation Agent
Sears Holding Corp
- 02.2014
Communications Major -
West Texas A&M
Basic Courses -
Temple College
Diploma -
Academy High School
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